Hey Brandon - let me see if I can help.

In CT sales tax Sec. 12-407(2)(i)(V)-1, subsection C “Charges by service providers” states:

 “(1) Landscaping and horticulture services are taxable in all instances...”

There is a note in subsection D “Purchases by service providers” that service providers may qualify for nontaxable material purchases under grounds of labeling as “Resale”, but only if the materials are separate lines on the invoices to the service provider’s customers:

 “(2) Section 12-410(2)(B) of the general statutes permits landscapers to purchase items such as soil, mulch, gravel, bolts, cables, lags, trees, bushes and other plants to be used in rendering landscaping services, which will be physically incorporated on or physically applied to the premises of the service recipient, for resale in the regular course of business without payment of tax. Landscaping service providers shall issue valid resale certificates to their suppliers, separately state such items on the bill or invoice for landscaping services and charge tax thereon. Similarly, horticulturists may purchase items such as fertilizer, insecticide, herbicide, trees, bushes and other plants to be used in rendering horticulture services for resale in the regular course of business without payment of tax. Horticulture service providers shall issue valid resale certificates to their suppliers, separately state such items on the bill or invoice for horticulture services and charge tax thereon.”

To me, the text suggests that all invoiced revenue for Landscaping and Horticultural services should be taxed in the state of CT - and service providers can only purchase materials without paying sales tax if their invoices clearly separate material items on a separate line from other, taxable items.

You may want to consult with a tax pro in CT to verify this.

If, after verifying that you do need to split labor and materials invoiced revenue, you would need to reverse engineer those numbers outside of Aspire - the solution to this could be provided using the P+L report and markups used in the system, but the dollars would not be exact, because of the ability to override calculated pricing on the opportunity (and now, item) level.

I am sure this is not the answer you were looking for, but I hope it is helpful.

Sales tax is a tricky beast (for every state) - good luck to you!